Firm
Pillar Wealth
Franklin, Indiana
Fee-only
Pillar Wealth at a glance
- One of 147 fee-only firms based in Indiana in the Wellspent graph.
- 3 advisors are listed here; 1 of 3 hold the CFP.
- Its Form ADV reports 3 employees and 35 individual clients, 18 of them high net worth.
- Its average account is about $102,000 (assets it manages divided by its 81 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Indiana · What fee-only advisors charge in Indiana
Facts
| Based in | Franklin, Indiana |
|---|---|
| Website | pillarw.com |
| [email protected] | |
| Phone | (317) 998-3264 |
Pillar Wealth fees
Pillar Wealth doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: flat fee, ongoing planning fee. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $8 million |
| Individual clients | 17 |
| High-net-worth clients | 18 |
| Accounts managed | 81 |
| Employees | 3 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | May 19, 2026 |
| SEC record | CRD 323139 |